BL Global 30 BM Cap EUR

Seeking a reward with limited volatility. This mixed defensive sub-fund invests in shares, bonds, including inflation-linked bonds and money market instruments. The allocation of neutral assets in this sub-fund consists of investing around 30% of its net assets in shares. A minimum of 15% and a maximum of 45% of the sub-fund's net assets are invested in shares. In order to achieve its objective, the sub-fund may invest a maximum of 10% of its net assets in open-ended investment funds. The sub-fund may also use derivative products for hedging purposes or in order to optimise the portfolio's exposure. The investment manager integrates and promotes sustainability factors within his equity investment strategy by applying non-financial data to the issuer valuation model. In terms of bond investments, the sub-fund will be invested exclusively in securities issued or guaranteed by states aligned with the provisions of the Paris Agreement. Investments are made without any geographical, sector-based or monetary restrictions. Bonds and other equivalent securities may be issued by companies, states or other entities. The underlying funds are selected on the basis of quantitative then qualitative criteria. The monitoring process is performed through regular contact with the managers of each of the underlying funds in the portfolio. The objective is to use underlying funds which best meet the themes, styles, regions and representative sectors of the fund manager's convictions. \textit{Benchmark:} The portfolio is actively managed on a discretionary basis without reference to a benchmark.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No